Complete valuation work and assigned transaction tasks

Agents and brokers provide valuation work, market intelligence, and assigned production support.

Main Areas Used

My Work BPO Queue BPO Form BPO Search Asset Center Calendar CDA Form BPO Review

Daily Workflow

Start in My Work or BPO Queue to see assigned production work and due-now tasks.
Complete reports in BPO Form, save work in progress, and reopen saved files when needed.
Respond to BPO review notes or rework requests when an asset manager sends the report back for clarification.
Use Asset Center when the BPO is tied to a live asset that also needs notes, files, or task updates.

What This Role Can Do

Perform BPOs end to end
Upload photos and supporting files
Respond to review questions and resubmit revised BPO work
Work assigned asset and transaction tasks
Prepare CDAs and related field-level production work

What This Role Should Avoid

Change system settings, roles, or access templates
Approve vendor compliance unless explicitly assigned

Success Standard

Reports are accurate, on time, clearly documented, and ready to use without rework.

This role guide is public so teams can train and onboard before signing in. Live access to the actual screens still depends on approved rights inside the platform.